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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,160 | $185,141-54.0% | $153,416-44.5% | $155,188-45.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 11.29% | 18.72%-7.4pp | 17.84%-6.5pp | 148.84%-137.5pp |
| Employer contribution / active EE | $2,032 | $4,489-54.7% | $3,764-46.0% | $4,248-52.2% |
| Participant deferral / active EE | $1,294 | $5,477-76.4% | $4,723-72.6% | $6,531-80.2% |
| Admin fee / account holder | $14,757 | $16,005-7.8% | $13,095+12.7% | $14,480+1.9% |